Money Advisor

7 months ago

Langley, Canada Gulf & Fraser Full time

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over 80 years, Gulf & Fraser has invested in what we value most: our members, partners, employees, and our communities. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

**What this role is all about**:
G&F Financial Group is looking for motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor. This is a position that offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is not just a job—it’s a career. As a Money Advisor, you are the face of Gulf & Fraser and central to the member experience. You have an entrepreneurial spirit, personal drive and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.

**What you’ll do**:

- Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
- Provides full-cycle account services including processing general banking transactions, identifying and processing deposit, investment and lending needs and resolving account issues.
- Proactively connects with members to identify needs as well as seek opportunities for additional and future business, and strengthen members’ banking relationships with G&F.
- Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
- Builds and maintains a professional network within the branch and local community and represents G&F as a positive community partner.

**A little about your qualifications**:

- 1-2 years’ experience in a sales and service-oriented role
- Excellent customer service and strong relationship building abilities
- Entrepreneurial and collaborative spirit
- Self-initiative in driving your career and personal development
- Degree or diploma in Business or Finance is an preferred; general understanding of retail banking principles is an asset

**What you’ll gain**:

- Competitive base salary, reviewed annually
- An incentive bonus plan
- Top-notch benefits plan & confidential EAP service
- Annual time off to recharge - vacation starting at 3 weeks and 12 personal days
- Amazing RRSP program - we contribute at a great rate, whether you choose to contribute yourself or not
- Loans at preferred interest rates, discounted banking accounts and credit cards, unique banking instruments, professional financial advice - we are a credit union, after all
- Professional development - we’re truly committed to our team’s growth through in-house training, personal coaching, leadership development programs, mentorship, tuition reimbursement, professional dues coverage, and conference participation
- Connect and feel recognized through social events, Employee Recognition Night, and an employee recognition program that translates into real rewards

**Who we are**:
**_ Power your possible_**_TM_**_._** At Gulf & Fraser, growth and development is an important facet of your experience and we encourage everyone to progress and contribute in a meaningful way. Here, you can develop and further your career alongside a team of passionate, empowered and engaged professionals who recognize the power of collaboration, innovation, recognition, and driving their own success. For us, the vision of ‘Power your possible_TM_ extends to our teams, as well as our members.

**_ Drive, contribute, grow - together. _**We are stronger together and are proud to foster a caring, open-minded, and inclusive culture. We embrace diversity of backgrounds, ideas, perspectives, and experiences - this way we can meet the unique needs of our employees, members, and communities Join our team and let’s work together to embody and promote our values: offering a welcoming environment, accountability, collaboration, and adaptability.

**Ready to join?

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